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Name Holding Trade Value Shares
Change
Change in
Stake
Maverick Capital
451
Maverick Capital
Texas
$328K +$343K +4,445 New
CSB
452
City State Bank
Iowa
$326K – – –
Equitable Holdings
453
Equitable Holdings
New York
$325K +$113K +1,469 +50%
HCM
454
Howland Capital Management
Massachusetts
$324K – – –
Blue Trust Inc
455
Blue Trust Inc
Georgia
$322K +$74K +959 +28%
GIS
456
Grayhawk Investment Strategies
Alberta, Canada
$317K +$154K +2,000 +170%
SWM
457
Seed Wealth Management
Illinois
$317K – – –
Kestra Advisory Services
458
Kestra Advisory Services
Texas
$316K -$970K -12,575 -75%
CWM
459
Cadence Wealth Management
Massachusetts
$316K +$109K +1,415 +49%
SIA
460
Schechter Investment Advisors
Michigan
$309K +$45.8K +594 +17%
CAM
461
Cubic Asset Management
Massachusetts
$307K – – –
USGIU
462
U.S. Global Investors (USGI)
Texas
$296K – – –
RFO
463
RiverGlades Family Offices
Florida
$295K – – –
RFA
464
Resurgent Financial Advisors
Georgia
$295K +$308K +3,993 New
CWM
465
Cornerstone Wealth Management
Missouri
$294K +$308K +3,988 New
RA
466
Ruggaard & Associates
Ohio
$293K +$307K +3,973 New
Americana Partners
467
Americana Partners
Texas
$290K -$36.2K -469 -11%
Stephens Inc
468
Stephens Inc
Arkansas
$289K +$22.9K +297 +8%
EHAM
469
Eagle Harbor Asset Management
Washington
$287K +$13.9K +180 +5%
JWCA
470
J.W. Cole Advisors
Florida
$285K -$92.1K -1,194 -24%
RI
471
Ridgewood Investments
New Jersey
$275K +$287K +3,724 New
Laird Norton Wetherby Wealth Management
472
Laird Norton Wetherby Wealth Management
California
$275K +$5.25K +68 +2%
WFI
473
West Family Investments
California
$275K – – –
CJFS
474
Coulter & Justus Financial Services
Tennessee
$273K – – –
Belpointe Asset Management
475
Belpointe Asset Management
Nevada
$272K +$6.48K +84 +2%